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<h3>Job Description:</h3>The RoleThe Senior Manager of Investor Learning joins a team of senior learning, business professionals in support of all Asset Management investment professionals (e.g., investment research analysts, traders, sector leads and portfolio managers). This role supports all asset classes focusing on designing, developing, and delivering the highest quality, innovative learning solutions. Primary bodies of work include on-boarding, targeted learning offerings aligned to multi-year plan initiatives, and ad hoc projects in support of evolving business needs. Associates speed to proficiency, breadth and depth of knowledge of the financial markets, understanding of asset management investment processes, and resource utilization are key performance indicators for the success of this role and team.This position works closely with the Managing Directors of Research and Chief Investment Officers across Fidelity’s Asset Management division, as well as the Line HR partners within AMHR, to provide best in class, differentiated learning solutions. This role will report directly to the Director of Investor Learning, Asset Management Talent Development.Primary Responsibilities<ul><li>Build productive partnerships with key business partners and stakeholders</li><li>Add to a culture of innovation, execution, communication, and candor</li><li>Support core business learning needs, prioritize work and drive for scale where appropriate</li><li>Manage to daily workload and budget</li><li>Successfully maintain relationships with external vendors, and internal subject matter experts</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s degree: investment and/or finance related areas preferred</li><li>Strong knowledge of and interest in the financial markets</li><li>Strong understanding if the various asset classes and investment divisions across Asset Management</li><li>Demonstrated critical thinking, problem solving and influencing skills</li><li>Proven ability to build and maintain productive partnerships at all levels across a highly complex organizational structure</li><li>Strong communication, relationship building, coaching and leadership skills</li><li>Ability to successful navigate conflict, competing priorities and deadlines.</li><li>Experience in leveraging technology solutions to solve problems</li></ul>The TeamThe Asset Management Talent Development team (AMTD) is part of the larger Asset Management Human Resources (AMHR) team. AMTD has three focus areas: role specific learning, talent practices and supporting inclusion efforts.<h3>Certifications:</h3><h3>Category:</h3>Human Resources, TrainingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Manager, Asset Management Investor Learning

<h3>Job Description:</h3>Job TitleIT Audit Manager The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li></ul><ul><li>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </li></ul><ul><li>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li></ul><ul><li>Knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li></ul><ul><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Curiosity and hunger to learn. </li></ul>The Team The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. <h3>Certifications:</h3><h3>Category:</h3>AuditMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

IT Audit Manager

<h3>Job Description:</h3><h3>The Role</h3>The Learning Solution Product Manager manages the maintenance, health, and when appropriate, re-design of identified, marquee, evergreen program solutions for the FI and FBOT Learning Team. The Learning Solution Product Manager owns the health and maintenance of solution lifecycle management including continuous, periodic evaluation and analysis of identified learning program solutions. Evaluation and analysis must be holistic and integrated, accounting for all elements of the learning solutions from end-to-end. Following analysis, learning solution programs are re-designed, revised, and improved.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s Degree with 8+ years of experience in end-to-end learning solution design, distribution, and management (or Master’s degree with 6+ years of experience)</li><li>Demonstrated expertise in modern learning measurement theory, approaches, and strategies</li><li>8+ years’ experience consulting and conducting business needs analysis and developing and aligning learning solutions to strategic business needs</li><li>Experience leading the planning, development, deployment, and maintenance of learning solutions end-to-end throughout project lifecycle.</li><li>Experience collaborating with and managing multiple, cross-functional stakeholders in a large matrix organization.</li><li>Ability to act as strategic thought partner to senior leaders and peers.</li><li>Ability to influence and lead without positional authority</li><li>Ability to communicate project progress and outcomes to stakeholders, make decisions, manage risk, and summarize critical, complex information to a variety of audiences.</li><li>Ability to gather, summarize and present data to inform proposals and decisions.</li></ul>The work you deliver will be aligned as follows:Learning Solution Strategic Analysis and Revision – End-to-End Consulting, Design, Development, and Implementation Consulting and Analysis<ul><li>Partners with leaders to develop and maintain strategic partnerships with stakeholders including executive sponsors, HR business partners, and learning colleagues to develop and implement complex, end-to-end learning solution program strategies.</li><li>Consults with stakeholders to define audience and desired business outcomes and impacts of learning solutions</li><li>Develops learning solution program objectives aligned to business objectives.</li><li>Develops learning objectives aligned to meet program and business objectives.</li><li>Analyze existing learning solutions using modern adult learning theory/principles, existing program data and analytics, and evolving/emerging business unit needs.</li></ul>Design/Develop<ul><li>Owns and leads end-to-end design of complex learning solutions including content development, learning experience and reinforcement, solution distribution, data analytics and visualization.</li><li>Collaborates with learning team and other resources to create solution design.</li></ul><ul><li>Leads and/or owns the development of end-to-end learning solutions in alignment with analysis, design, and implementation.</li></ul>Implement<ul><li>Makes strategic recommendations that balance impacts to learners/learning experience and learning team (resource impacts, operational overhead, etc.)</li><li>Makes strategic recommendations for program development, impact, sustainment and/or transition, and sunsetting</li></ul><ul><li>Partners to create and manage learning solution distribution approach that aligns with business objectives and desired learning experience.</li><li>Ensures implementation strategy enables the gathering of learning analytics to support the learning measurement approach.</li></ul>Learning Solutions Lifecycle Planning and Management <ul><li>Recommends periodic review process and establishes review cadence for identified learning solution products; leads review and analysis of learning solution products on identified cadence.</li><li>Recognizes off-cycle review triggers (organizational changes, leader changes, etc.) and makes strategic recommendations for content update and re-design to meet evolving needs.</li><li>Leads and strategically manages the prioritization of learning solution delivery components; makes strategic prioritization recommendations for learning solution product support against larger FI and FBOT Learning team portfolio.</li><li>Manages project and product delivery timelines, identifies risk, creates and manages program/project documentation.</li><li>Represents solution plans and design to a variety of stakeholders.</li><li>Provides routine status updates to leaders and stakeholders; leads the delivery of periodic activity and impact report-outs to learning leaders, business partners, HR partners and so on, tailoring message to intended audience.</li></ul>Learning Solution Impact Measurement and Insights <ul><li>Applies adult learning principles and theories to analyze, design, and deliver impactful learning solutions.</li><li>Clearly articulates learning solution alignment to business needs. Define business needs and outcomes; align learning solutions analytics and insights to demonstrate learning solution program value</li></ul><h3>The Team </h3>The FI and FBOT Learning Team sits in the FI and FBOT HR organization and is part of the broader Learning Function at Fidelity. You will join a team with a vision to ignite a passion for continuous learning through interactive, memorable, and innovative experiences that develop confident and engaged associates who power the future of Fidelity. We are committed to being a talent incubator and destination. We value community and enjoy a fun and innovative culture.The base salary range for this position is $79,000-$128,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Training

Senior Manager, Learning Solution Product Management

<h3>Job Description:</h3>The RoleAre you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle. You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)</li><li>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)</li><li>Experience with Yardi accounting software preferred</li><li>Ability to work and lead in an operations-focused fast paced team environment</li></ul><ul><li>Innovation attitude – ability to identify and drive forward new ways to improve current processes.</li><li>Excellent written and verbal communications skills and strong presentation capability.</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)</li></ul><ul><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</h3>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!#FFIOALTS<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager, Real Estate Shareholder Reporting

<h3>Job Description:</h3>The RoleAs the Senior Manager, Social Media Marketing, you will help drive organic search engine optimization and social media strategies to improve rankings, increase brand awareness, and effectively generate engagement with financial advisors and institutional investors. In this role, you will partner closely with integrated digital marketers along with product, segment, and thought leadership marketing associates to promote content in a connected way across Google, Bing, LinkedIn, YouTube, and Reddit. You’ll blend your business and digital marketing expertise with a passion for optimizing channel performance and improving workflows.lead the organic social strategy for our brand handles, with a focus on driving meaningful engagement, amplifying our brand voice, and building a streamlined, data-driven approach to content. You’ll serve as a strategic lead for organic social execution, balancing proactive content ideation with thoughtful evaluation of inbound post requests. You’ll optimize content before publication to ensure alignment with platform best practices, brand voice, and audience engagement goals. This role requires a strategic thinker who can translate platform trends, performance data, and stakeholder inputs into a cohesive social strategy. You’ll also play a key role in aligning organic efforts with paid media insights, orchestrating engagement tactics to boost visibility, and building a network of social media advocates across the organization.<ul><li>Lead the organic social strategy for brand handles, prioritizing efforts based on historical performance, platform trends, and business objectives</li><li>Help develop and implement the LinkedIn boosting strategy that connects the dots between organic and paid social media</li><li>Streamline content intake and execution, assessing inbound post requests and optimizing copy for visibility, engagement, and brand voice alignment</li><li>Proactively identify content opportunities, pitch ideas to internal partners, and secure buy-ion for new initiatives</li><li>Design and implement orchestrated engagement tactics, including coordinated commenting, sharing, and amplification strategies to enhance post visibility</li><li>Serve as the voice of organic social, educating internal teams on best practices and platform capabilities</li><li>Build and lead a network of social media advocates across marketing, providing training and upskilling to associates to strengthen social fluency and collaboration</li><li>Monitor platform trends and competitor activity, translating insights into actionable recommendations</li><li>Own reporting and analytics for organic social performance, delivering insights that inform strategy and stakeholder communications</li></ul>The Expertise and Skills You Bring <ul><li>5-7 years of digital marketing experience, specializing social media strategy (agency experience a plus)</li><li>Ability to lead brand social handles and drive measurable results</li><li>Deep understanding of existing and emerging social media platforms with experience finding opportunities to scale or build new capabilities</li><li>Ability to quickly build connections and trust with business partners to own the social media direction — from goal setting and plan-building to delivery and measurement of results</li><li>Passion for problem solving and owning outcomes, collaborating across multiple teams to accomplish goals</li><li>Strong communication, interpersonal and presentation skills</li><li>Desire to stay on top of industry trends, competitor insights and measurement data to provide well-informed recommendations to team members</li><li>Adept at interpreting data, generating insights and recommending optimizations to deliver strategic counsel and impactful recommendations to business partners</li><li>You approach ambiguity with a growth mentality</li><li>Knowledge of Financial Services industry and our offerings preferred</li><li>A talent to thrive in a fast-paced environment and are easily adaptable to change</li><li>Able to balance objectives big and small, remaining persistent in the face of challenges while maintaining a positive demeanor</li><li>Experience with Agile principles a plus</li><li>Optimizing social copy and creative for performance and brand alignment</li><li>Familiarity with paid social media strategy and how it can inform organic efforts</li><li>Experience with social media management and listening tools (e.g. Sprinklr, Hootsuite, Sprout)</li></ul><h3> The Team</h3>We are a passionate team of digital engagement and marketing technology professionals! We work closely with the segment and product marketing, sales, analytics, CRM, and technology development teams to drive brand awareness, digital engagement, differentiated digital experiences and quality leads for our relationship management and sales teams.Note: Fidelity will not provide immigration sponsorship for this position. The base salary range for this position is $85,000-$143,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Marketing

Sr. Manager, Social Media Marketing

<h3>Job Description:</h3>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.<h3>Licensing and Experience</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3>Key Responsibilities </h3>Relationships<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><h3>Strategic Book Management</h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Managing Director-401K Relationship Manager

<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 30 – 40 client relationships that may range $25 – $60M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Expertise We’re Looking For <ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position. </li></ul><ul><li>5+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry. </li></ul>The Purpose of Your Role The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel. The Skills You Bring <ul><li>Your retirement plan record keeping and administration experience. </li></ul><ul><li>Your relationship management experience. </li></ul><ul><li>You have excellent verbal and written communication skills. </li></ul><ul><li>Your excellent organization and time leadership skills and attention to detail. </li></ul><ul><li>You have shown problem-solving skills. </li></ul><ul><li>Your effective presentation skills, influence and negotiation skills. </li></ul><ul><li>You have experience working with Financial Advisors. </li></ul>The Value You Deliver <ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers. </li></ul><ul><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor. </li></ul><ul><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor. </li></ul><ul><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client. </li></ul><ul><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor. </li></ul><ul><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs. </li></ul><ul><li>Differentiating Fidelity's benefits approach against competitive benefit solutions. </li></ul><ul><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives. </li></ul><ul><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. </li></ul><ul><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor. </li></ul><ul><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers. </li></ul><ul><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor. </li></ul><ul><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors. </li></ul><ul><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome. </li></ul><ul><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client. </li></ul><ul><li>Developing strong working relationships internally. </li></ul>How Your Work Impacts the Organization Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The base salary range for this position is $90,000-$204,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Job Description:The Global Security Operations Center (GSOC) Senior Security Manager is a key leadership role within Fidelity’s Global Security team. This role is responsible for supporting and leading the GSOC teams through strategic, technical, and operational objectives and coordinating crisis situations that impact our associates, business units and physical locations. The GSOC Senior Security Manager will use their leadership and knowledge of people, operations, systems, intelligence gathering and analysis, crisis/incident management, and Fidelity business units to help build and deliver a security plan of action and to make sure that operational teams are performing effectively. This role is instrumental in driving technical and procedural solutions for the GSOC that are thoughtful, innovative, and contribute to the safety and security of Fidelity associates, business units and locations throughout the world.Job Responsibilities:<ul><li>Applies advanced knowledge and experience to coordinate and oversee multiple activities within Security Operations including the delivery and implementation of the Visual Command Center, asset protection, risk evaluation, response, investigative support, life safety monitoring and crisis management services.</li><li>Provide leadership, guidance, and mentorship to Specialists and Lead Specialists in the execution of their core responsibilities, including threat observation, analysis, monitoring, and reporting. Ensure performance objectives are consistently met in alignment with GSOC operational standards, while fostering a culture of collaboration and teamwork that drives both individual and collective success.</li><li>Ensures staffing levels meet operational needs and develops training appropriate for the Specialist and team Lead Specialist roles.</li><li>Evaluates teams use of various security systems and best practices using a data driven approach. Areas of evaluation include visual command center alerts, geo-fencing alerts, access control, video management, life-safety, communication skills on the phone and radio, proper use of mass-notification systems to facilitate the response to potential security/safety events, as well as incident and event reporting.</li><li>Promotes a culture where employee wellness and professional development are critical to maintaining a skilled and motivated workforce.</li><li>Required to problem solve in complex and time sensitive circumstances to ensure a safe and secure associate work environment and to prevent or reduce impact to business operations.</li><li>Provides analysis of incident and event data to ensure reporting is accurate, timely and relevant. </li><li>Makes operational decisions based on current physical security and risk analysis best practices.</li><li>Responsible to monitor use of technical resources and where needed escalate to and assist technology team with system troubleshooting.</li><li>Provides guidance to site/branch leadership during incident/crisis response. </li><li>Leads projects that meet both technical and non-technical operational objectives, enhances team efficiency, and addresses identified gaps.</li><li>Required to act as event director or communications manager on incident bridge calls to enable business decision making and deliver incident communication to associates.</li><li>Manage and address situations of a stressful or sensitive nature, while maintaining Fidelity’s confidentiality and information security practices.</li><li>Collaborate with stakeholders to ensure technical solutions, workflows, and processes for the Global Security Operations Center are thoughtful, innovative, efficient, and forward-looking.</li></ul> Qualifications:<ul><li>Integrity and professionalism</li><li>Bachelor’s Degree</li><li>5+ years of security, law enforcement, emergency services, military, or other relevant experience.</li><li>Previous experience working in and leading personnel in a Global Security Operations Center (GSOC), or similar command center environment.</li><li>A positive attitude with excellent verbal and written communication skills.</li><li>Experience directly managing people or leading a team.</li><li>Experience triaging and escalating Workplace Safety issues. </li><li>Broad knowledge of and experience with open-source intelligence gathering, analysis, and reporting best practices.</li><li>Basic experience configuring/administrating technical security systems such as access control, alarm/video monitoring platforms and other data capturing systems.</li><li>Proficiency in Microsoft Office programs (Word, Excel, SharePoint, Office 365)</li><li>Basic project management experience.</li><li>Experience in crisis and incident response, focusing on the ability to maintain a calm and efficient response in high-pressure settings.</li><li>Ability to interact with staff at all levels in a high pressure and fast paced environment.</li><li>Ability to work in a flexible scheduling environment (nights, weekends, and holidays) as operational needs dictate.</li></ul> This position will be based in Merrimack, NH and will report to the Vice President of the Global Security Operations Center.<h3>Certifications:</h3><h3>Category:</h3>SecurityMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Security Operations

<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Coordinate fraud risk incident management, including assuring end-to-end risk remediation.</li><li>Develop overall policies related to fraud risk management.</li><li>Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.</li><li>Fraud risk advisory support in the development of new products, services, and key business projects.</li><li>Conduct risk assessments and control testing / validation.</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>Preferred is at least 7+ years of industry experience in roles such as Fraud Management, Operational Risk Management, or Business / Operational roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>The TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $89,000-$150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Sr. Manager, Fraud Risk Oversight

<h3>Job Description:</h3>Are you passionate about shaping the future of digital product management in the brokerage space? Join the Brokerage Business Analysis Team, where you’ll play a pivotal role in all phases of product development—from strategy to execution.The RoleAs a Product Manager supporting a Brokerage Experience Squad, you’ll collaborate closely with your Squad Leader to define and deliver a compelling product vision. You’ll integrate product knowledge, strategy, and customer insights to identify enhancements, craft detailed requirements, and drive innovative solutions that deliver measurable business impact. Your responsibilities will span backlog management, rigorous testing, and product release support, all while maintaining alignment with customer needs and business goals. Drawing on deep expertise in self-directed investing—including Equities/ETFs, Fixed Income, Options, and Margin—you’ll ensure experiences across Trading, Monitoring, Research, Active Trader Next, Engagement and Youth experiences are intuitive and high-performing. This role also supports broader Brokerage product teams as needed, offering flexibility and cross-functional collaboration to scale our ability to serve diverse investor segments.The Expertise and Skills You Bring<ul><li>Minimum 5-8 years of experience in Financial Services or related industries</li><li>Product management experience with a strong track record of delivering customer- and associate-focused digital solutions across web and mobile platforms.</li><li>Proven ability to lead high-priority initiatives from concept through execution, collaborating across cross-functional teams in agile environments.</li><li>Expertise in self-directed investing, including Equities/ETFs, Fixed Income, Options, Margin, and trading strategies—serving a range of investor segments from novice to advanced.</li><li>Passionate about using data to solve problems, with strong skills in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</li><li>Skilled in root cause analysis, process and journey mapping, and maintaining a customer-obsessed mindset to continuously improve experiences.</li><li>Excellent communication, time management, and proactive problem-solving abilities</li><li>Series 7 and 63 preferred or ability to acquire</li></ul>The TeamWe are a collaborative group of Brokerage experts committed to delivering exceptional digital experiences, investment tools, and support for self-directed investors.We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet business needs.Our mission is to build lifetime relationships with self-directed investors through modern, personalized, best-in-class solutions.Note: Fidelity is not providing immigration sponsorship for this positionCompany OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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